Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,980 | $76,407-68.6% | $150,298-84.0% | $82,448-70.9% |
| Participation rate | 32.8% | 66.4%-33.6pp | 77.8%-44.9pp | 68.1%-35.3pp |
| Annual return | 19.63% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,175 | $3,214-32.3% | $5,453-60.1% | $4,139-47.5% |
| Admin fee / account holder | $2,322 | $6,352-63.4% | $14,116-83.6% | $7,234-67.9% |